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MRSH

Marsh

1,525 hedge funds and large institutions have $97B invested in Marsh in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 625 increasing their positions, 500 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

25% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 500

5% more capital invested

Capital invested by funds: $92.2B → $97B (+$4.79B)

4% more funds holding

Funds holding: 1,4701,525 (+55)

1% more call options, than puts

Call options by funds: $359M | Put options by funds: $355M

0.17% less ownership

Funds ownership: 88.71%88.54% (-0.17%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
1,525
Holders Change
+55
Holders Change %
+3.74%
% of All Funds
21.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
137
Increased
625
Reduced
500
Closed
66
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1451
Legacy Wealth Management (Idaho)
Idaho
$14.4K +$14.2K +64 New
TLA
1452
Tanglewood Legacy Advisors
Texas
$13.6K
PK
1453
Pflug Koory
Nebraska
$13.6K +$13.5K +61 New
PCM
1454
Perritt Capital Management
Illinois
$13.6K
NCM
1455
Northwest Capital Management
Oregon
$12.9K
SIC
1456
Salem Investment Counselors
North Carolina
$12.7K +$2.66K +12 +27%
CFD
1457
Creative Financial Designs
Indiana
$12.7K +$8.21K +37 +185%
EWM
1458
Evermay Wealth Management
Virginia
$12.3K
HGERS
1459
Householder Group Estate & Retirement Specialist
Arizona
$12K
CAS
1460
Coppell Advisory Solutions
Texas
$11.2K -$5.99K -27 -35%
MWM
1461
Mascoma Wealth Management
New Hampshire
$11.2K
MCA
1462
Maryland Capital Advisors
Maryland
$11K +$11.1K +50 New
AW
1463
Avion Wealth
Texas
$11K +$1.33K +6 +14%
WCM
1464
Westend Capital Management
California
$10.7K +$10.7K +48 New
RDFA
1465
Ritter Daniher Financial Advisory
Ohio
$10K
HWM
1466
Horizons Wealth Management
North Carolina
$9.82K
ETS
1467
ESL Trust Services
New York
$9.59K -$13.3K -60 -58%
RTL
1468
Red Tortoise LLC
Georgia
$9.59K
CT
1469
Coastline Trust
Rhode Island
$9.37K +$9.32K +42 New
FWM
1470
FSA Wealth Management
Massachusetts
$9.37K +$9.32K +42 New
BL
1471
BFSG LLC
California
$8.7K
VWA
1472
Valued Wealth Advisors
Utah
$8.03K +$1.33K +6 +20%
TFM
1473
TFC Financial Management
Massachusetts
$8.03K +$444 +2 +6%
MIA
1474
MeadowBrook Investment Advisors
Michigan
$8.03K
TFGT
1475
TS Financial Group (TSFG)
Illinois
$8K

MRSH Hedge Fund Activity: Q3 2024 in Review

1,525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2024, worth a combined $97B — up 5.2% from $92.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new MRSH positions and 66 closed out — a net gain of 71 holders — while 625 added to existing stakes and 500 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $136M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $442M.

  • 1,525 institutional investors held Marsh (MRSH) as of Q3 2024, up from 1,470 in Q2 2024.
  • Funds reported $97B of Marsh stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 137 funds opened new Marsh positions in Q3 2024 and 66 closed out, a net change of +71 holders.
  • The largest Marsh buyer in Q3 2024 was Qube Research & Technologies (QRT), an estimated $136M added.
  • The largest Marsh seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2024.